Fee-Only financial planner located in Brea, CA, serving clients locally and across the country

Dustin Burns is a Brea, CA fee-only financial planner. Lighthouse Financial Services, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dustin Burns is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Dustin Burns joined Lighthouse Financial Services, Inc. in 2017 to oversee the tax department. Dustin holds a Bachelor’s degree in Business Economics from UC Santa Barbara as well as a Master’s in Business Administration from Chapman University. His professional certifications include Certified Public Accountant (CPA), Certified Financial Planner (CFP®), an Enrolled Agent (EA), and a Chartered Retirement Planning Counselor (CRPC). He is a member of the Orange County Financial Planning Association and the American Institute of Certified Public Accountants. Aside from his accounting background, Dustin brings valuable experience as a previous business owner.

Dustin Burns is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

To be the beacon for independent, objective financial advice for individuals and families.

To be the champion of financial services delivered in the public interest.

To be the standard bearer for the emerging profession of financial planning

Every financial firm claims to be committed to their clients’ success—but smart consumers look for firms that are built to back up their words.

At Lighthouse Financial Services, we provide objectivity, depth of service, and breadth of expertise that set us apart. Our client-centric focus lies behind concrete differentiators including:

A team of in-house experts, including a Certified Public Accountant (CPA) and Enrolled Agent (EA), Certified Financial Planners (CFP®s), and a Chartered Financial Analyst (CFA) as part of our dedication to true wealth management.

If our firm looks radically different than most others, it's because we are structured to serve as true wealth managers and financial advisors to our clients. This means helping them to succeed across all the dimensions of their lives—from planning to tax management to investing—in a coordinated collaborative team approach.

Unlike profit-driven Wall Street firms, Lighthouse is an independent, fiduciary, fee-only firm. Our model frees us from serving any agenda other than your success. Because we’re independent and charge a fixed fee rather than sales commissions, we’re empowered to recommend only solutions that we believe are best for you. And as a fiduciary, we are legally bound to avoid or disclose conflicts of interest and put clients’ interests first.

In an industry where anyone can call himself or herself a financial planner, our team has earned the most respected credentials within the industry, including the Certified Financial Planner® and Chartered Financial Analyst® designations. In addition, our team includes a Certified Public Accountant and five licensed tax preparers. Why is this important? First, because it’s not what you earn, it’s what you keep—and our tax expertise helps you keep more. Second, because your tax return can provide valuable insight into your financial situation that can help us lead you to success.

Among Lighthouse’s core values is accountability. Our clients trust us to help safeguard their future, and in return, we believe they deserve clear communication and unflagging responsiveness.

Our investment approach grows directly from our cornerstone value of accountability. We custom-design investment portfolios for each client, and personally manage them using an active, flexible approach that aims to protect your capital and grow it responsibly. When we say that your Lighthouse portfolio is like a mutual fund built just for you, we mean it.

It’s easy for folks in the financial industry to talk the talk. But clients have the right to expect more—and at Lighthouse, we’re proud to walk the walk.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

Comprehensive Financial Planning

Retirement Income Planning

Investment Management

College Education Planning

Tax Planning

Ideal Clients

Retirees and Near Retirees

Growing Families

Business Owners and Executives

Sudden Money Situations

Novice Investors

Working Together

In-Office Meetings

Virtual Meetings

Clearly Defined Fees

No Product Sales

Complimentary Initial Consultation

Professional Designations & Affiliations

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

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